Form D · Hedge Fund

KBW FINANCIAL SERVICES FUND LTD

George Town, E9 · CIK 0001391832

Offering snapshot reported Mar 9, 2011 · SEC filing

Reported sold: $24.5M
Investors reported: 2
Minimum accepted: $1M
First sale: Jan 1, 2007

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$25,529,450 → $24,529,450

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 9, 2011	Amendment	$24,529,450	-$1,000,000vs Mar 9, 2010	2	SEC filing
Mar 9, 2010	Amendment	$25,529,450	$0vs Mar 13, 2009	2	SEC filing
Mar 13, 2009	Amendment	$25,529,450	No comparison	Not reported	SEC filing
Feb 22, 2007	Paper	Not reported	No comparison	Not reported	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-100716

Source: Form D, filed Mar 9, 2011. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Lisa Alexander	Director
Robert Cromwell	Executive
Kara E Gannon	Executive
Laren Gillespie	Director
N/A Kbw Asset Management, Inc.	Promoter
Peter E Roth	Executive
John Tomao	Executive
Michelle M Wilson Clarke	Director
John B Wimsatt	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

Maples And Calder Ugland House, South Church
George Town, E9, KY1-1104